Entity dossier · Nº 003
Rapid infrastructure scaling with record cluster deployment and compute growth; limited direct frontier capability or policy data. Model synthesis · opinion
Index composition
65% measured · 35% opinion · methodΔ = change vs run N-1 (2026-10-08). Index = weighted mean of the scored categories (weights renormalized over what was scored) · coverage 47% · confidence 26% · measured share 43% of the scored weight (opinion 57%). No “overall” is asked of the model. Scores are AI-assisted (disclosures).
Every published measurement, newest first. N is the run on the leaderboard now; failed attempts are not shown. Unranked runs show no Index; Δ and the Index trend compare ranked runs only.
| Run | Published | Index | Δ | K-equiv | Method | View |
|---|---|---|---|---|---|---|
| N current | 2026-10-08 | 7.6 | — | — | pipeline-v2.2 · weights-v1 · rubrics-v1 | viewing |
| N-1 | 2026-10-08 | Unranked | — | — | pipeline-v2.1 · weights-v1 · rubrics-v1 | View run N-1 |
A later run (2026-10-09) completed but found too little verified data — insufficient data: energy undisclosed and 39% of the remaining weight scored (needs 60%, including compute or growth) — so it was not published. Run N stays current.
Joules · weight 30%
No verified annual energy-consumption figure was found, so this category is unscored.
Watts of thought · weight 20%
Reported operating data-center capacity: 1.4 GW (June 2026) = 1,400 MW → score 7.9.
Planned / under construction: 2,000 MW (YE 2026) — shown, not scored.
As of June 2026, SpaceX reported 1.4 GW of compute capacity across its facilitiescryptobriefing.com · fetched 2026-10-09 ↗
Slope · weight 15%
Fewer than two comparable annual figures were found, so growth is unscored.
Opinion · Capability · weight 15%
Largest cluster [E48] indicates near-SOTA scale; positive AI EBITDA [E49] shows capability monetization.
the largest AI training cluster, erected from scratch in 122 daysnewsletter.semianalysis.com · fetched 2026-10-09 ↗
AI segment adjusted EBITDA +$1.1B first positive quarterbaxtel.com · fetched 2026-10-09 ↗
Opinion · Shipping · weight 12%
250% YoY compute growth [E47,E39]; Colossus erected in 122 days [E48] sets exceptional build speed.
Installed nameplate compute increased 250% year over yearbaxtel.com · fetched 2026-10-09 ↗
the largest AI training cluster, erected from scratch in 122 daysnewsletter.semianalysis.com · fetched 2026-10-09 ↗
Q2 2026 1.4 GW +40% QoQ, +250% YoYbaxtel.com · fetched 2026-10-09 ↗
Opinion · Policy · weight 8%
No evidence on permitting, energy or regulatory positions.
| Metric | Value | Period | Source |
|---|---|---|---|
| Data-center capacity (operating) | 1 GW | March | wired.com ↗ |
| Revenue | 7.81 USD billions | Q2 2026 | baxtel.com ↗ |
| Data-center capacity (operating) | 1.4 GW | Q2 2026 | baxtel.com ↗ |
| Data-center capacity (planned) | 2 GW | YE 2026 | baxtel.com ↗ |
| Data-center capacity (operating) | 1,892 MW | latest | savrn.com ↗ |
| Data-center capacity (planned) | 1.2 GW | planned | cryptobriefing.com ↗ |
| Data-center capacity (operating) | 1.4 GW | June 2026 | cryptobriefing.com ↗ |
| Data-center capacity (planned) | 2 GW | year-end | cryptobriefing.com ↗ |
5 other candidate links were rejected (dead, soft-404, blocked or unreadable) and are not shown.
| Stage | Status | Time | Web searches |
|---|---|---|---|
| resolve | succeeded | 8.6 s | 3 |
| research | succeeded | 19 s | 5 |
| edgar | skipped | 0.0 s | — |
| fetch | succeeded | 3.1 s | — |
| extract | succeeded | 13 s | — |
| compute | succeeded | 0.0 s | — |
| judge | succeeded | 9.5 s | — |
| aggregate | succeeded | 0.0 s | — |
pipeline-v2.2 · prompts-v2.2 · rubrics-v1 · weights-v1 · bundle 882792529653 · code 917fcbc